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← Customer Feedback for Redtail Technology

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28 results found

  1. Color Options in NOTES

    52 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    Yes! And/or a highlight option as well!

    Anonymous supported this idea  · 

  2. Add a tagging feature, "@Advisor" for activities

    13 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  3. email notification

    42 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  4. On Email notifications, put linked contact's name at the top of the email (with type/subject)

    9 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  5. Add client name to subject line in email notification

    22 votes
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    2 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  6. Email Notifications- Activities vs. Notes

    38 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  7. Hyperlink directly into activity from email notification

    32 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  8. Relationship between households

    85 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous commented  · 

    I would like to see an engaged option as well

    Anonymous supported this idea  · 
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